BTW

Boston Trust Walden Portfolio holdings

AUM $14B
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.81B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$19.8M
3
+$12.3M
4
CSGS icon
CSG Systems International
CSGS
+$11.1M
5
RES icon
RPC Inc
RES
+$7.31M

Top Sells

1
+$19.6M
2
+$19.3M
3
+$14.9M
4
CB icon
Chubb
CB
+$14.3M
5
ILG
ILG, Inc Common Stock
ILG
+$11M

Sector Composition

1 Financials 19.07%
2 Technology 16.27%
3 Healthcare 15.74%
4 Industrials 13.51%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.1M 0.19%
75,132
+1,903
152
$12.9M 0.19%
131,172
-5,171
153
$12.9M 0.19%
124,442
+1,988
154
$12.8M 0.19%
122,325
+6,390
155
$12.8M 0.19%
161,805
-3,718
156
$12.7M 0.19%
262,449
-1,860
157
$12.7M 0.19%
66,800
-28,257
158
$12.7M 0.19%
1,119,515
-27,920
159
$12.7M 0.19%
215,184
+12,900
160
$12.5M 0.18%
116,862
+6,176
161
$12.5M 0.18%
365,353
-10,557
162
$12.4M 0.18%
86,141
-450
163
$12.4M 0.18%
193,751
+12,924
164
$12.3M 0.18%
+242,248
165
$12.3M 0.18%
167,457
+11,719
166
$12.3M 0.18%
120,045
+7,951
167
$12.1M 0.18%
54,789
+178
168
$12M 0.18%
367,549
-10,167
169
$12M 0.18%
96,802
+5,655
170
$11.6M 0.17%
74,267
-8,568
171
$11.6M 0.17%
158,228
+1,093
172
$11.6M 0.17%
68,042
+7,305
173
$11.6M 0.17%
240,082
-5,510
174
$11.5M 0.17%
146,098
-3,511
175
$11.3M 0.17%
407,790
+20,585
5 6
7
8 9